401k Plan data: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST plan

BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST
Plan identification number	001

BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRIAN BUTLER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BRIAN BUTLER, P.C.

Employer identification number (EIN): 510451775

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about BRIAN BUTLER, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2003-03-12

Company Identification Number: 13603394

Legal Registered Office Address: 16580 MAPLE CIRCLE

LAKE OSWEGO
United States of America (USA)
97034

More information about BRIAN BUTLER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 BRIAN BUTLER 2021-09-29
001 2019-01-01 BRIAN BUTLER 2020-10-12
001 2018-01-01 BRIAN BUTLER 2019-10-09
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BRIAN BUTLER
001 2013-01-01 BRIAN BUTLER
001 2012-01-01 BRIAN BUTLER
001 2011-01-01 BRIAN BUTLER
001 2009-01-01 TODD HUGHES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	BRIAN BUTLER	2021-09-29
001	2019-01-01	BRIAN BUTLER	2020-10-12
001	2018-01-01	BRIAN BUTLER	2019-10-09
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BRIAN BUTLER
001	2013-01-01	BRIAN BUTLER
001	2012-01-01	BRIAN BUTLER
001	2011-01-01	BRIAN BUTLER
001	2009-01-01	TODD HUGHES

Plan Statistics for BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2020: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST

Measure	Date	Value
2020 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$1,501
Expenses. Total of all expenses incurred	2020-12-31	$1,055
Total plan assets at end of year	2020-12-31	$125,614
Total plan assets at beginning of year	2020-12-31	$125,168
Value of fidelity bond covering the plan	2020-12-31	$25,000
Other income received	2020-12-31	$1,501
Net income (gross income less expenses)	2020-12-31	$446
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$125,614
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$125,168
Assets. Value of participant loans	2020-12-31	$30,468
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,055
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$3,493
Expenses. Total of all expenses incurred	2019-12-31	$19,104
Benefits paid (including direct rollovers)	2019-12-31	$19,104
Total plan assets at end of year	2019-12-31	$125,168
Total plan assets at beginning of year	2019-12-31	$140,779
Value of fidelity bond covering the plan	2019-12-31	$25,000
Other income received	2019-12-31	$3,493
Net income (gross income less expenses)	2019-12-31	$-15,611
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$125,168
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$140,779
Assets. Value of participant loans	2019-12-31	$39,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$603
Expenses. Total of all expenses incurred	2018-12-31	$800
Total plan assets at end of year	2018-12-31	$140,779
Total plan assets at beginning of year	2018-12-31	$140,976
Value of fidelity bond covering the plan	2018-12-31	$25,000
Other income received	2018-12-31	$603
Net income (gross income less expenses)	2018-12-31	$-197
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$140,779
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$140,976
Assets. Value of participant loans	2018-12-31	$16,700
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$800
2017 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$339
Expenses. Total of all expenses incurred	2017-12-31	$175
Total plan assets at end of year	2017-12-31	$140,976
Total plan assets at beginning of year	2017-12-31	$140,812
Value of fidelity bond covering the plan	2017-12-31	$25,000
Other income received	2017-12-31	$339
Net income (gross income less expenses)	2017-12-31	$164
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$140,976
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$140,812
Assets. Value of participant loans	2017-12-31	$29,262
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$175
2016 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$11,714
Expenses. Total of all expenses incurred	2016-12-31	$1,250
Total plan assets at end of year	2016-12-31	$140,812
Total plan assets at beginning of year	2016-12-31	$130,348
Value of fidelity bond covering the plan	2016-12-31	$25,000
Other income received	2016-12-31	$1,714
Net income (gross income less expenses)	2016-12-31	$10,464
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$140,812
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$130,348
Assets. Value of participant loans	2016-12-31	$23,738
Total contributions received or receivable from employer(s)	2016-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,250
2015 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-7,530
Expenses. Total of all expenses incurred	2015-12-31	$292
Total plan assets at end of year	2015-12-31	$130,348
Total plan assets at beginning of year	2015-12-31	$138,170
Value of fidelity bond covering the plan	2015-12-31	$25,000
Other income received	2015-12-31	$-7,530
Net income (gross income less expenses)	2015-12-31	$-7,822
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$130,348
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$138,170
Assets. Value of participant loans	2015-12-31	$31,285
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$292
2014 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$44,009
Expenses. Total of all expenses incurred	2014-12-31	$71,926
Benefits paid (including direct rollovers)	2014-12-31	$67,076
Total plan assets at end of year	2014-12-31	$138,170
Total plan assets at beginning of year	2014-12-31	$166,087
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$44,009
Net income (gross income less expenses)	2014-12-31	$-27,917
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$138,170
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$166,087
Assets. Value of participant loans	2014-12-31	$28,725
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$34,949
Expenses. Total of all expenses incurred	2013-12-31	$1,421
Total plan assets at end of year	2013-12-31	$166,087
Total plan assets at beginning of year	2013-12-31	$132,559
Value of fidelity bond covering the plan	2013-12-31	$25,000
Other income received	2013-12-31	$34,949
Net income (gross income less expenses)	2013-12-31	$33,528
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$166,087
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$132,559
Assets. Value of participant loans	2013-12-31	$36,981
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,421
2012 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$4,518
Expenses. Total of all expenses incurred	2012-12-31	$100
Total plan assets at end of year	2012-12-31	$132,559
Total plan assets at beginning of year	2012-12-31	$128,141
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$4,518
Net income (gross income less expenses)	2012-12-31	$4,418
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$132,559
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$128,141
Assets. Value of participant loans	2012-12-31	$20,630
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
2011 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$4,145
Expenses. Total of all expenses incurred	2011-12-31	$1,144
Total plan assets at end of year	2011-12-31	$128,141
Total plan assets at beginning of year	2011-12-31	$125,140
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$3,828
Net income (gross income less expenses)	2011-12-31	$3,001
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$128,141
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$125,140
Assets. Value of participant loans	2011-12-31	$27,803
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$317
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,144
2010 : BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$12,580
Expenses. Total of all expenses incurred	2010-12-31	$607
Total plan assets at end of year	2010-12-31	$125,140
Total plan assets at beginning of year	2010-12-31	$113,167
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$11,711
Net income (gross income less expenses)	2010-12-31	$11,973
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$125,140
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$113,167
Assets. Value of participant loans	2010-12-31	$10,099
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$869
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$607

Form 5500 Responses for BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST

2020: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRIAN BUTLER, P.C. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIAN BUTLER, P.C.
Employer identification number (EIN):	510451775
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2003-03-12
Company Identification Number:	13603394
Legal Registered Office Address:	16580 MAPLE CIRCLE LAKE OSWEGO United States of America (USA) 97034